JWL & Associates is an investment advisor providing both discretionary and non-discretionary portfolio management services. JWL also offers personalized financial planning to individuals, other registered investment advisors, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. This includes help with financial goals, cash flow, investments, education funding, and retirement planning.
Assets Under Management$2.2M
Clients5
Advisors1
Avg. per Client$440K
Avg. per Advisor$2.2M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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